Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 07-10-2024 | 06-30-2024 | 512 | 1,327,427,742 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ESS TECH INC | COMMON STOCK | 901 | $164 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FREYR BATTERY INC | COM NEW | 902 | $153 | 90 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| STEM INC | COM | 903 | $150 | 135 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INNOVATIVE INDL PPTYS INC | COM | 904 | $135 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
